Dallas Basketball Limited 401(k) Plan
Sponsored by Dallas Basketball Limited D.B.A. Dallas Mavericks · EIN 752667844 · Plan #001
- Total assets
- $40.4M
- Net assets
- $40.4M
- Active participants
- 447
- With balances
- 454
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $35,410 |
| Cohnreznick Llp | Accounting | $31,395 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,422 |
| Lpl Financial Llc | Investment advisory (plan) | $16,831 |